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BradElmore's avatar
BradElmore
Qrew Assistant Captain
2 months ago

Form Rule Question

I have created a form rule that says when Field A (field A is a formula checkbox field) is TRUE, then change Field B (checkbox) to TRUE when the record is saved --- ELSE if Field A is FALSE change Field B to FALSE. It seems simple but I'm not able to get this to update/fire correctly 

  • Try two forms rules,  both starting with

    When the record is saved"

    and then set the condition and the action.

     

    • BradElmore's avatar
      BradElmore
      Qrew Assistant Captain

      Mark,

      Below are the two form rules I have set up ---- When I edit a record -- record_A and set the conditions for Form Rule A to "fire" AND save the record_A -- nothing happens -- however - when I then go back and select Edit record_A and immediately Save record_A --- the rule "Fires" -  BUT --- it should "fire" when I initially Saved Record_A ---- both form rule work -- if I take the extra step of "reediting" and saving.... thank you again for any advice


      Form Rule A

      Expression Formula
      [checkboxfield_A]=true and
      [Checkbox_B]=false and
      [Fileattachment1]<>"" and
      [Fileattachment2]<>""

      Then Change Value on [Checkbox_B] to "checked"

      (checked) Run change actions when a condition changes from false to true

      Run this rule when someone:
                        Record open, record save, or field value change
                        Record edit or record add (note: grayed out -- not able to select)
      checked   Record save
                        Record save after validating


      Form Rule B

      Expression Formula
      [checkboxfield_A]=true and
      [Checkbox_B]=true and
      [Fileattachment1]="" or
      [Fileattachment2]=""

      Then Change Value on [Checkbox_B] to "unchecked"

      (checked) Run change actions when a condition changes from false to true

      Run this rule when someone:
                        Record open, record save, or field value change
                        Record edit or record add (note: grayed out -- not able to select)
      checked   Record save
                        Record save after validating

    • BradElmore's avatar
      BradElmore
      Qrew Assistant Captain

      Mark, it may be an issue when a File Attachment field is used in a form rule "firing" when saving a record. Again, after saving the record -- if I edit and save the record again the rule "fires" -- 

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        Are you saying that the formula checkbox depends on whether or not a file attachment exist? Can you rebuild the form rule to directly look at that attachment field?